Analyse holdings
describe_holdingsRisk, diversification, fundamentals and outlook for holdings given in the
conversation. Nothing is stored. sections narrows the answer; 'weights' adds
the breakdown.
Each line is an ``asset_id`` (as find_assets, screen_equities and the solve tools
return it), else an isin, ticker or name, or a ``cash_currency`` for cash, sized by
one of ``weight``, ``units`` or ``market_value``. Amounts and units mix freely;
weights cannot mix with either. A name that matches nothing close to it is
listed as not included rather than replaced by another company, and a name
matched to a differently spelt instrument is listed for checking.Tool call template
Replace each placeholder with a value matching the input schema. Only required parameters are included; add optional parameters as needed.
{
"id": 1,
"jsonrpc": "2.0",
"method": "tools/call",
"params": {
"arguments": {
"holdings": "<holdings>"
},
"name": "describe_holdings"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| holdings | Yes | ||
| sections | No |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes |